Mission Wealth Management’s Invesco Russell 1000 Equal Weight ETF EQAL Stock Holding History

Mission Wealth Management’s Portfolio EQAL Stock Details EQAL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$440K	Sell	7,420 -432	-6%	-$25K	0.01%	728
2026 Q1	$433K	Sell	7,852 -1,728	-18%	-$95.9K	0.01%	529
2025 Q4	$504K	Hold	9,580	–	–	0.01%	492
2025 Q3	$498K	Hold	9,580	–	–	0.01%	485
2025 Q2	$472K	Hold	9,580	–	–	0.01%	487
2025 Q1	$453K	Buy	9,580 +1,640	+21%	+$80.2K	0.01%	481
2024 Q4	$384K	Buy	+7,940	New	+$394K	0.01%	494

Other funds holding EQAL

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

WCP

Wick Capital Partners Wayne, Pennsylvania $663M AUM 22.39% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Mission Wealth Management's EQAL Position: Q2 2026 in Review

Mission Wealth Management reduced its Invesco Russell 1000 Equal Weight ETF (EQAL) stake by 5.5% in Q2 2026, selling an estimated $25K and leaving 7,420 shares worth $440K. The position accounts for 0.01% of the portfolio, ranked #728.

Mission Wealth Management first reported a position in EQAL in Q4 2024 and has held it in 7 quarters since. The position peaked at $504K in Q4 2025. 96 funds tracked by Wall St. Rank hold EQAL as of Q2 2026.

Mission Wealth Management held 7,420 shares of Invesco Russell 1000 Equal Weight ETF worth $440K as of Q2 2026.
Mission Wealth Management sold 432 Invesco Russell 1000 Equal Weight ETF shares in Q2 2026, an estimated $25K.
Invesco Russell 1000 Equal Weight ETF made up 0.01% of Mission Wealth Management's portfolio in Q2 2026, its #728 holding.
Mission Wealth Management first reported a position in Invesco Russell 1000 Equal Weight ETF in Q4 2024 and has held it in 7 quarters since.
Mission Wealth Management's Invesco Russell 1000 Equal Weight ETF position peaked at $504K in Q4 2025.
96 funds tracked by Wall St. Rank held Invesco Russell 1000 Equal Weight ETF as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.